See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,603 | $176,812+86.4% | $146,665+124.7% | $167,490+96.8% |
| Participation rate | 69.6% | 83.6%-14.1pp | 80.1%-10.5pp | 82.1%-12.5pp |
| Annual return | 15.99% | 24.03%-8.0pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,432 | $5,160-52.9% | $4,136-41.2% | $4,837-49.7% |
| Participant deferral / active EE | $2,953 | $6,440-54.1% | $5,506-46.4% | $6,341-53.4% |
| Admin fee / account holder | $15,688 | $13,259+18.3% | $10,280+52.6% | $12,309+27.5% |